Roles & permissions

Everyone on your team is an Owner, Manager, or Staff. The role decides what each person sees, and you fine-tune managers and staff from Settings.

1. 1

   Owner sees everything

   The owner always has full access to every feature and to Settings — nothing is hidden.

2. 2

   Manager and staff are narrower

   Managers get broad access to all appointments, clients, schedules, and warehouse, but not Settings. Staff see only their own appointments by default.

3. 3

   Set the role

   Choose a role when you add someone (tick Grant Manager Access) or when you invite them (choose Staff or Manager).

4. 4

   Open the Permissions tab

   Go to Settings and open the Permissions tab. Only the owner can open Settings. Settings

5. 5

   Toggle and save

   Switch on abilities like Manage Staff, Manage Staff Shifts, Send Staff Invitations, and Accept Payments, then click Save Permissions. Save Permissions